Dendro Private Wealth Ltd

Reference number: 808544

Instant download

Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Quilter Financial Services Limited Reference number: 440703 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Dendro Private Wealth Ltd (FRN 808544) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Dendro Private Wealth's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Dendro Private Wealth, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When dendroprivatewealth.com first appeared online, and whether it can receive email
  • What kind of line 020 3858 7870 is
  • Who else gives the postcode EC4A 3AG
Instant PDF download
Other names (2)

If you were contacted under any of these names, it is this firm.

  • Dandy Wealth Trading name
  • La Vida Wealth Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial Services Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company name
DENDRO PRIVATE WEALTH LIMITED
Company number
11340762
Company status
Active
Company type
Private limited company
Incorporated
2 May 2018 (8 years old)
Registered office
3rd Floor, 28 Austin Friars, London, EC2N 2QQ, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Max Joseph Cleveland Director Mar 1980 2 May 2018 None
Neil James Weston Director Jun 1974 2 May 2018 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
Instant PDF download

Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£165k

−11% from £186k

Owed within a year

£17.0k

+23% from £13.8k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 11340762. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Dendro Private Wealth’s history from the FCA register and Companies House, newest first.

Key events (4) All events (9)

2018

8 May 2018

  • Became an appointed representative

FCA register

2 May 2018

  • Incorporated at Companies House
  • Max Joseph Cleveland became a part-owner (25–50% of shares)
  • Neil James Weston became a part-owner (25–50% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (4 shown here)
  • Every director appointment and resignation: 2
Instant PDF download

Firms like Dendro Private Wealth

Other firms of the same type (financial adviser), nearest first.

In London

SIX Financial Information UK LimitedLondonAppointed representativeMagellan Investment Partners (UK) LimitedLondonAppointed representativeMoonfare UK LimitedLondonAppointed representativeAlpha FX Institutional LimitedLondonAppointed representativeLCP Capital Solutions LimitedLondonAppointed representativeBrighton Park Capital UK LimitedLondonAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Dendro Private Wealth

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 9 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Dendro Private Wealth Ltd FCA authorised?
Dendro Private Wealth Ltd (FRN 808544) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Dendro Private Wealth?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Dendro Private Wealth Ltd (FRN 808544) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Dendro Private Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Dendro Private Wealth, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Dendro Private Wealth’s phone number and website?
The FCA register lists the phone number 020 3858 7870 and the website dendroprivatewealth.com for Dendro Private Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Dendro Private Wealth a scam or clone?
Dendro Private Wealth is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Dendro Private Wealth?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Dendro Private Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Dendro Private Wealth?
Companies House lists 2 people with significant control of Dendro Private Wealth: Mr Neil James Weston (25–50% of shares) and Mr Max Joseph Cleveland (25–50% of shares).
Who runs Dendro Private Wealth?
Companies House lists 2 directors of Dendro Private Wealth: Max Joseph Cleveland and Neil James Weston.
How long has Dendro Private Wealth been in business?
The company was formed on 2 May 2018.
What do Dendro Private Wealth’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £165k (−11% from £186k).
Does Dendro Private Wealth use any other names?
It trades as Dandy Wealth. It has previously used the name La Vida Wealth.

Sources and links

The full report on Dendro Private Wealth Ltd

£19.99 · Instant PDF download

Loading secure checkout…